About this solution
What you get
The ‘any update?’ call is the tax on this business. It arrives at the worst moment, it takes ten minutes, and the answer is almost always that nothing has changed since yesterday.
Clients get a link showing exactly which stage their application has reached and what happens next. Nothing on that view is editable, and internal notes stay internal. When a stage changes, the client is told without anyone drafting a message.
The strict boundary is that stages are advanced by your team, not by a lender feed. There is no aggregator or lender integration in this build, and there cannot be one inside a one-week build – lender systems do not offer the access that would require. That constraint is what makes the delivery timeline honest.
Scope
Included vs needs scoping
What's included
- Configurable application stages matched to your process
- Client-facing read-only progress view, accessed by link
- Broker-side pipeline of every live application
- Stage-change notifications to the client by email
- Internal notes kept separate from anything the client sees
- Expected-date field per stage
- Filtered pipeline views by stage, lender or broker
- CSV export of the pipeline
Not included / needs scoping
- Any connection to aggregator software or lender systems
- Automatic stage updates - stages are advanced by your team
- Document collection - that is the document checklist portal
- Credit assessment, serviceability or product comparison
- Anything requiring credit licensing scope